Onedigital Asset Management
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 320608
- Registered since
- March 3, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
- Client types
- Other Investment Advisers100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Onedigital Asset Management is an SEC-registered institutional RIA organized as an LLC and registered in 2023. The firm operates primarily as a capital allocator: its stated advisory activity is the selection of other advisers, and it maintains relationships with third-party managers rather than positioning itself as a single-strategy asset manager. Onedigital identifies as an active ESG investor, and it is designated as a related adviser to other entities. Its fee structure is listed as “other,” indicating non-standard pricing arrangements. The firm reports affiliations across the financial services ecosystem, including broker‑dealer, other investment adviser, insurance company and pension consultant ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Michael Esselman
Chief Investment OfficerCRD 5845345
David Ito
Chief Compliance OfficerCRD 6444780
Contacts
1 of 1
Vincent Morris
PresidentCRD 2444990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 11101 Switzer Rd
- Time zone
- CT (UTC-6)
- Office locations
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